Example Hi, I missed a notice from the IRS. Can someone help?
Thanks for reaching out. I can pass this to the team and show you open times for a call.
Sensitive matters go to your team
For CPA, tax, bookkeeping & financial services firms.
AI websites for accounting & tax firms.
Built with AI. Readable by AI. Answering with AI.
PracticeGrowth.Tech builds and manages custom-coded AI websites for accounting and tax firms, with an AI Front Desk that answers calls and books consults, all running on Practice Growth CRM. Done for you, live in days, and you approve every word.
30 minutes. You leave with a written plan for your firm, whether or not you hire us.
+85%sessions, launch month vs prior month
Next Level Tax ResolutionGeorgetown, Kentucky · rebuilt by PracticeGrowth.TechSee results →Built exclusively for
- CPA practices
- Enrolled agents
- Tax firms
- Tax resolution firms
- Accounting
- Bookkeeping
- Solo practitioners
- Financial planners
- Wealth managers
- Investment funds
My business is all referrals.
Referrals are your best leads, and every one of them checks you out before they call. More and more, they ask Google, ChatGPT or Perplexity to confirm the recommendation. Somewhere between "found you" and "signed engagement letter," some of them go quiet. They didn't find a better accountant. They found one who looked current and picked up the phone.
The first-impression leak
A referral looks you up before calling. The site is dated, slow or vague, so the person who was already sold on you starts to wonder.
The voicemail leak
You're in a client meeting and the phone rings. They don't leave a message. They call the next name on Google.
AI Front DeskSample The tomorrow leak
A web form lands at 7 p.m. You reply the next afternoon. They booked someone else that morning.
The invisible-firm leak
Someone asks Google, or ChatGPT, “best CPA near me.” You’re not in the answer, and neither is the firm your client just referred.
The reputation leak
A few old reviews lose the side-by-side comparison before your phone ever rings.
The follow-up leak
Proposals sit unsigned and past clients never hear from you again, because client work always comes first.
What are the leaks costing your firm? Get your number.
Calculate my leak cost →Any dollar figure from our calculator is an estimate based only on the numbers you enter.
What you get
What it looks like when the leaks are closed
One system, not ten tabs: your website, follow-up, phone and booking work together.
- Every call answered 24/7, by an AI Front Desk that sounds like your firm and passes anything sensitive to you.
- Every new inquiry answered fast by text or email, with a booking link included.
- Consults on your calendar that you didn’t have to schedule, confirm or chase.
- A website that earns the referral. It’s fast, clear and credible, and built to show up in Google and in AI answers.
- Reviews that keep coming in, because every client gets asked the same honest way.
- Your evenings back. You stop being the receptionist, the marketer and the IT department.
Same expertise, same hours, more of the right clients.
Website
A clear, fast site that explains your services and gives every visitor an obvious next step.
AI Front Desk
Answers calls and messages with information you approve and passes sensitive matters to your team.
Follow-up
Every inquiry gets a prompt reply by text or email, so no one waits days to hear back.
Booking
Interested people pick an open time on your calendar without back-and-forth.
Results clients have seen
Real firms. Real numbers. No stock-photo promises.
Next Level Tax Resolution went live in August 2026. Their launch month was the highest-traffic month in nine months of analytics history, and engaged sessions rose 24% against the prior month on the old WordPress site.
Next Level Tax ResolutionGeorgetown, KY · live Aug 13, 2026- +85%sessions, launch month vs prior month
- +24%engaged sessions
- #1traffic month in 9 months of history
Source: GA4, Aug 14–Sep 13 vs Jul 14–Aug 13, 2026.
“Referral-only for years. First-ever leads from their website after the rebuild. Traffic up 3x.”
A tax practice in Kentucky “Old site cost thousands a year and never ranked. Now shows up in search, with a design built for the firm, and is turning business away.”
A solo CPA in Dallas-Fort Worth, Texas
Firms we’ve built for
- Next Level Tax Resolution
- Alan Balmer, CPA
Results individual firms have seen. Yours will depend on your market and your firm.
More makeovers
See the transformations
The system
The website is the foundation. Practice Growth CRM and your AI team run on it.
Your AI website earns the referral’s trust and gets your firm found. Practice Growth CRM keeps one record of every inquiry. Your AI team works from that record, following up, booking, asking for reviews and chasing proposals, so growth stops depending on someone being free.
- Lead Response AIFast follow-up on every new inquiry, by text and email.
- Bookings AIBooks, confirms and reminds; recovers no-shows.
- Review AIAsks every client for a review the same honest way.
- Closer AIChases proposals and engagement letters to signature.
- Reactivation AIRe-engages past clients and old leads.
- Payment AISends billing reminders, so you stop chasing invoices.
- Content AIDrafts newsletters and tax-season updates in your voice.
- Social AISchedules on-brand posts across your channels.
- See all AI assistants
Central recordPractice Growth CRM
One record per contact, one inbox for every channel, one pipeline from inquiry to signed engagement letter, configured for accounting and tax practices.
FoundationThe AI website
Where referrals verify you, where Google and AI assistants read you, and where every inquiry starts.
What an AI website does →AI Front Desk
The AI Front Desk answers every call, and never sends a referral to voicemail.
The AI Front Desk (an AI receptionist for your firm) is a voice and text agent trained on your firm. It answers calls, texts and web chat around the clock, qualifies new inquiries with questions you approve, books consultations on your calendar and texts back missed calls. Sensitive matters go to your team; it never gives tax, legal or investment advice.
Sample conversationSample
- Caller: Hi, I just got a letter from the IRS and I’m kind of panicking. Is anyone there?
- AI Front Desk: You’ve reached the firm’s AI Front Desk. I’m sorry, that’s stressful. I can get a few details and book you with one of our team. What’s the notice number in the top right?
- Caller: CP504. It says they intend to levy.
- AI Front Desk: Thank you. I’m holding tomorrow 9:30 AM for you and texting a confirmation now. A team member will review the notice itself. I won’t give tax advice.
- Answers calls, texts and chat 24/7, including after hours
- Qualifies new inquiries with the questions you choose
- Books, confirms and reminds, so fewer people fail to show up
- Missed-call text-back on your business line
- Hands sensitive matters to a human; it never gives tax, legal or investment advice
- Every conversation is logged in your CRM, so nothing falls through
Practice Growth CRM
Practice Growth CRM: one system, not ten tabs.
Practice Growth CRM is a client-relationship and pipeline system configured for CPA, tax and advisory firms. Your website, AI Front Desk and every channel read from and write to one record, so follow-up, reviews, reminders and reporting run without anyone updating a spreadsheet. PGT sets it up and manages it.
- One record
- Every prospect and client, every call, text, email and form, in one timeline.
- One pipeline
- Inquiry → consult → proposal → engagement letter → onboarding, built around how CPA and tax firms actually sell.
- Practice-specific
- Stages, fields and automations for tax season, extensions, retainers and renewals, not a generic sales CRM.
- Reports that matter
- Which source produced booked calls and signed engagements, not just traffic.
- Managed for you
- PGT configures and runs it. You approve; you do not administer software.
Who it’s for
Eight kinds of practice. One narrow lane.
We don’t build for plumbers or med spas. Each practice type gets its own page, blueprint and AI Front Desk configuration.
CPA firms
Advisory referrals that interview the firm across town while you are heads-down in busy season.
AI websites for CPA firms →Tax firms
Filing-season phones that ring while returns stack up, then go quiet all summer.
AI websites for tax firms →Enrolled agents
IRS-notice panic calls that arrive while you are on hold with Practitioner Priority Service.
AI websites for enrolled agents →Tax resolution firms
Distressed taxpayers who dial the next firm the moment they reach voicemail.
AI websites for tax resolution →Accounting firms
Monthly-close clients who want a modern firm and judge it by the website first.
AI websites for accounting firms →Bookkeeping firms
One-off cleanups instead of the recurring retainers a credible site would attract.
AI websites for bookkeeping firms →Financial planners
High-trust referrals who wait days for a reply and quietly lose momentum.
AI websites for financial planners →Wealth managers
Discreet introductions that fade when the firm looks dated or unverified online.
AI websites for wealth managers →
How it works
Running in days, not a six-month agency slog
Strategy call
We look at your site and how your leads come in today, and hand you a written plan to keep.
We build it
We build the site, follow-up and booking, and connect them to your calendar and phone. You approve every page and script before launch.
We run it
We keep it running and report which inquiries turned into booked calls.
You don’t configure software. You approve, and we handle the rest.
What is an AI website for an accounting firm?
It doesn’t just sit there. It gets found, answers and books.
Built with AI
Custom-coded, not a theme.
Shaped around your services, not a template a hundred other firms share. Live in days.
Readable by AI
Easy for Google and AI to quote.
Every page arrives complete and clearly structured, so assistants can find your firm and recommend it.
Answering with AI
A front desk that never sleeps.
Calls, texts and chat get answered and booked onto your calendar, even at 9 p.m.
Templates, AI app builders, or an AI website
Template platforms are cheap and quick but share one theme and limit schema and crawler control. AI app builders produce client-side apps that most AI crawlers can’t read. An AI website is custom-coded, pre-rendered and managed: the right pick when being found and chosen matters more than being cheapest.
| Topic | Done for youPGT AI website | Do it yourselfCPA template platform | Prompt it yourselfAI app builder |
|---|---|---|---|
| Who builds it | Custom-coded, done for youBuilt around your firm and services | Shared themeConfigured by platform staff | You, by promptingAI generates a web app from your prompts |
| What crawlers see | Complete pre-rendered HTMLPlus full schema on every page | Full HTMLLimited schema control | Often an empty shellContent appears only after scripts run |
| AI discoverability | Built to be citedllms.txt, answer blocks, open crawler policy | Rarely consideredNot built for AI assistants | Usually unreadableAI crawlers see little or nothing |
| Front desk | AI Front DeskAnswers calls, texts back, books consults | Contact formMessages wait in an inbox | Contact formMessages wait in an inbox |
| Inquiry response | Answered around the clockEvery call, text and form gets a reply | When someone checksForms and voicemails wait for office hours | When someone checksSubmissions land in an email |
| CRM underneath | Practice Growth CRMBuilt for accounting and tax practices | None, or a generic add-onLeads live in someone’s inbox | NoneYou wire up the tools yourself |
| Owner time required | Fully managed, you just approveWe build it, run it and report on it | You maintain itEdits and updates fall to your team | You keep promptingEvery fix is another round |
| Time to live | Live in daysDone-for-you launch | WeeksTheme setup, then your content | Hours, then weeks of fixingQuick start, long tail |
| Best for | Firms that want to be found and chosenReferral-driven practices ready to grow | Lowest budgetOwners comfortable doing it themselves | ExperimentsPrototypes and side projects |
Who builds it
- PGT AI website
- Custom-coded, done for you Built around your firm and services
- CPA template platform
- Shared theme Configured by platform staff
- AI app builder
- You, by prompting AI generates a web app from your prompts
What crawlers see
- PGT AI website
- Complete pre-rendered HTML Plus full schema on every page
- CPA template platform
- Full HTML Limited schema control
- AI app builder
- Often an empty shell Content appears only after scripts run
AI discoverability
- PGT AI website
- Built to be cited llms.txt, answer blocks, open crawler policy
- CPA template platform
- Rarely considered Not built for AI assistants
- AI app builder
- Usually unreadable AI crawlers see little or nothing
Front desk
- PGT AI website
- AI Front Desk Answers calls, texts back, books consults
- CPA template platform
- Contact form Messages wait in an inbox
- AI app builder
- Contact form Messages wait in an inbox
Inquiry response
- PGT AI website
- Answered around the clock Every call, text and form gets a reply
- CPA template platform
- When someone checks Forms and voicemails wait for office hours
- AI app builder
- When someone checks Submissions land in an email
CRM underneath
- PGT AI website
- Practice Growth CRM Built for accounting and tax practices
- CPA template platform
- None, or a generic add-on Leads live in someone’s inbox
- AI app builder
- None You wire up the tools yourself
Owner time required
- PGT AI website
- Fully managed, you just approve We build it, run it and report on it
- CPA template platform
- You maintain it Edits and updates fall to your team
- AI app builder
- You keep prompting Every fix is another round
Time to live
- PGT AI website
- Live in days Done-for-you launch
- CPA template platform
- Weeks Theme setup, then your content
- AI app builder
- Hours, then weeks of fixing Quick start, long tail
Best for
- PGT AI website
- Firms that want to be found and chosen Referral-driven practices ready to grow
- CPA template platform
- Lowest budget Owners comfortable doing it themselves
- AI app builder
- Experiments Prototypes and side projects
Pricing
How engagements work
Your plan is sized to your firm and quoted in writing on the strategy call. Pricing is a setup fee and a monthly plan, with numbers shared on your strategy call.
One setup fee
Covers the build: your website, CRM, AI Front Desk training and integrations.
One monthly plan
Covers running it: hosting, monitoring, improvements and the AI services you choose.
Questions firms ask
My business is almost all referrals. Do I really need a website?
Referrals still look you up before they call, and a growing share now ask Google or an AI assistant about the firm first. The website is where a warm referral either becomes a booked consult or quietly cools. It is also the foundation the AI Front Desk and Practice Growth CRM run on, so follow-up and booking happen even when you are with a client.
What is an AI website?
An AI website is a custom-coded site built with AI-assisted engineering, structured so search engines and AI assistants can read, understand and cite it, and connected to AI that answers inquiries and books consultations. It is distinct from a template site or an AI-generated web app.
What is an AI receptionist for a CPA firm?
An AI Front Desk is an AI receptionist trained on your firm. It answers calls, texts and chat around the clock, qualifies new inquiries, books consultations on your calendar and texts back missed calls. It hands anything sensitive to a person and never gives tax, legal or investment advice.
What is Practice Growth CRM?
Practice Growth CRM is a client-relationship and pipeline system configured for accounting, tax and advisory practices: one record per contact, one inbox for every channel, a pipeline from inquiry to signed engagement letter, and reporting on which sources produce booked calls. PGT sets it up and manages it.
Will AI be talking to my clients about their finances?
No. The AI Front Desk handles new-prospect intake, scheduling, reviews, and follow-up. Anything sensitive is routed to you, and existing-client communication stays human unless you choose otherwise.
Is my clients' data safe?
We limit what the assistants can access and keep each firm's data separate. Ask us for details on the strategy call.
You're a newer agency — why should I trust you?
Because we show our work: on your strategy call we walk you through sites we have built and the results those firms have seen, live on a screenshare.
I don't have time for a big website project.
You won’t need it. We do it for you and go live in days, with a guided onboarding and minimal input from you.
Will this work with the tools I already use?
We connect your website to your calendar and phone, and we'll tell you on the strategy call what else fits your tools.
What is the investment?
Pricing is a setup fee and a monthly plan, with numbers shared on your strategy call.
Find out where your firm is losing inquiries.
Book a 30-minute strategy call. We’ll show you exactly where your firm loses inquiries, which fix pays back first, and what it costs to close the leaks, all quoted in writing. You keep the plan either way.